The Certifications Reporting feature allows you to see how your employees are progressing with their assigned certifications, understand what is overdue, and when their manager approved their submission. You can also use this feature to download a CSV file of the data, enabling you to load the report into a CSV-supported program like Microsoft Excel.
Helpful Hint
Contractors are included in Certification Reports, and can be sorted via the Personnel Type filter.
Availability
| HR Plan: | Free | Standard | Premium | Platinum |
| User Access: | Employee | Managers | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
Getting started
Important
Certifications assigned to pending employees do not show in the Certification report.
- Click the Reports menu.
- Click the Compliance tab.
- Click the Certifications box.
- Choose from the following filters:
- Certification status.
- Certification type.
- Issue date.
- More.
Daily activities
Important
Certifications assigned to pending employees do not show in the Certification report.
- Click the Reports menu.
- Click the Compliance tab.
- Click the Certifications box.
- Choose from the following filters:
- Certification status.
- Certification type.
- Issue date.
- More.
- Click the View button.
Data management
Important
Certifications assigned to pending employees do not show in the Certification report.
- Click the Reports menu.
- Click the Compliance tab.
- Click the Certifications box.
- Choose from the following filters:
- Certification status.
- Certification type.
- Issue date.
- More.
- Click the Download CSV button.
Explore related content
- Managing your organisation's certification settings | HR Web Platform This feature allows you to add your organisation's certification requirements to your HR platform.
- Managing assigned Certifications | HR Employee FileThis feature allows your employees to complete their assigned certifications, and update the data if a record expires.
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